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Pennymac Financial Services shares owned by Forum Financial Management

Quarter-by-quarter ownership of Pennymac Financial Services (PFSI) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Pennymac Financial Services

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All positions including Pennymac Financial Services held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pennymac Financial Services by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $274k 2.2k 123.88

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View all positions for Forum Financial Management

Top funds holding Pennymac Financial Services

MFN Partners Management
T. Rowe Price Investment Management
Vanguard Group
FMR
BlackRock
Dimensional Fund Advisors
Invesco
State Street Corporation
Susquehanna International
Citadel Advisors
Goldman Sachs Group
Geode Capital Management
Jpmorgan Chase & Co
Basswood Capital Management
Charles Schwab Investment Management

View all funds holding Pennymac Financial Services